Global Scans · Energy Tech · Weekly Summary

• [New] Renewable energy storage is expected to be the fastest-growing application, aligned with global clean energy and net-zero targets. Yahoo Finance Singapore
• [New] Beyond electric vehicles, demand for batteries used in stationary energy storage is expected to grow steadily as China expands renewable power generation. Net Zero Compare
• [New] With high-cost supply under strain and inventories gradually tightening, expectations are building that 2026 could mark the start of a rebalancing phase, supported by long-term demand tied to electrification, energy storage and the broader energy transition. Investing News Network (INN)
• [New] Lithium demand for energy storage is expected to grow by 55% in 2026, following a jump of 71% in 2025. Mining Weekly
• [New] By 2026, lithium will remain relevant for premium, long-range EVs - but mass fleets and storage will increasingly adopt sodium, permanently challenging lithium's dominance and redefining how the world thinks about energy storage. techovedas
• [New] Energy Scaling: The completion of Megafactory Shanghai will double Tesla's energy storage capacity, potentially making the Energy segment equal to the Auto segment in profit within three years. FinancialContent
• [New] Tesla plans to launch Full Self-Driving in an unsupervised mode and expand its energy storage operations with Megapack 3 and Megablock systems to support large-scale grid storage. Interesting Engineering
• [New] The number of suppliers offering U.S.-made battery energy storage system containers, modules, and cells is expected to double from three at the end of 2025 to six by the first half of 2026. Mercomindia.com
• [New] Estimates now point to electricity demand rising 20 to 30% by 2030, placing energy storage at the center of energy security planning. / USA Investing News Network (INN)
• [New] Investor Note Vanadium's emerging application in energy storage systems is forecast as the single largest demand driver by 2026, outpacing even steel sector growth. Farmonaut
• [New] Globally, the installed capacity of AI data center energy storage is projected to surge from 15.7 GWh in 2024 to 216.8 GWh by 2030, representing a CAGR of 46.1%. Cision PR Newswire
• [New] In China, the Eastern Data, Western Computing initiative is driving data centers toward renewable energy-rich western regions, where AI data centers paired with energy storage systems will become standard infrastructure for large-scale campuses. Cision PR Newswire
• [New] Delivering up to one gigawatt of baseload power every day generated from renewable energy, it will be the largest combined solar and battery energy storage system in the world. CEBC MENA
• [New] California will be the first subnational entity to join the Global Energy Storage and Grids Pledge, which targets 1,500 GW of storage. POWER Magazine
• [New] Heavy Focus on Solar Might Create Volatile US Electricity Markets, allowing solar to become the dominant source of energy without adequate storage capacity might fuel greater volatility in US electricity wholesale markets - and potentially even negative prices during daytime hours. The Conference Board
• [New] China leads large-scale smart grid rollout, using AI-controlled microgrids and smart inverters to integrate solar and storage while creating new revenue opportunities through virtual power plants. Financier Worldwide
• [New] Oranje will deploy 53 Vestas V236 - 15.0 MW turbines on monopile foundations and is designed as a blueprint for next-generation offshore grids combining wind power with subsea energy storage, e-boilers, green hydrogen production, and floating solar to match renewable output with fluctuating demand. Market Research Company - Blackridge Research & Consult
• [New] Global vanadium demand for energy storage is projected to rise 31% by 2026, accelerating advanced battery innovation. Farmonaut
• [New] In 2026, utility-scale energy storage projects in the United States will face headwinds that could slow the pace of a technology that is fast becoming a global grid staple. RTO Insider

Last updated: 11 January 2026